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엔비디아 반등·국채금리 하락에 3대 지수 ‘활짝’ [뉴욕증시]_我的网站

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A |     엔비디아 8일 만에 2.19% 반등국제 유가·미 국채금리 동반 하락소비자신뢰지수 주춤…상승 제한                    뉴욕증권거래소. (로이터=연합뉴스)뉴욕증시 3대 지수가 기술주 반등과 미 국채금리 하락세에 힘입어 일제히 상승 마감했다.25일(현지시간) 뉴욕증시에서 다우존스30 산업평균지수는 전장보다 160.24포인트(0.3%) 오른 5만3577.40에 거래를 마쳤다. 스탠더드앤드푸어스(S&P) 500 지수는 전장보다 24.40포인트(0.32%) 상승한 7677.28에, 기술주 중심의 나스닥 종합지수는 전장보다 171.11포인트(0.66%) 오른 2만6151.30에 각각 마감했다.최근 매도세가 나타났던 기술주가 반등하며 상승세를 이끌었다. 전날 3%가량 급락했던 엔비디아가 2.19% 오르며 8거래일 만에 상승 마감했다. AMD(4.91%)와 마이크론(2.48%)에도 매수세가 몰렸다. 이에 따라 필라델피아 반도체 지수도 1.44% 상승했다.시장의 시선은 다음 날 예정된 엔비디아의 실적 발표에 집중되고 있다. 이번 실적과 향후 전망이 AI 투자 열기의 지속성을 가늠할 시험대가 될 전망이다.국제유가와 국채금리 안정도 투자심리 개선에 힘을 보탰다. 이날 10월 브렌트유와 미 서부 텍사스산 원유(WTI)는 각각 3.89%, 3.12% 하락했다. 미국이 이란을 상대로 군사 조치 대신 경제 제재에 초점을 맞추면서 원유 공급 차질 우려가 줄어든 영향이다. 장 막판에는 러시아 국영 통신사 리아노보스티에서 미국과 이란이 휴전에 합의했다는 보도가 나오기도 했으나, 백악관은 언론을 통해 이란과 협상이 진행 중이거나 예정된 것은 없다고 전했다.그간 증시에 부담을 주던 국채금리도 안정세를 보였다. 시장정보업체 팩트셋에 따르면 10년 만기 미국 국채 금리는 6.5bp 하락한 4.638%, 30년 만기 미국 국채 금리는 5.6bp 하락한 5.174%를 기록했다. 두 금리 모두 지난 5일 이후 가장 낮은 수준이다.다만 소비지표 부진은 추가 상승 폭을 제한했다. 미국의 8월 소비자신뢰지수가 고물가와 고용 둔화 여파로 전월(90.2) 대비 0.8포인트 하락한 89.4를 기록했다.조 퀸런 메릴·뱅크오브아메리카 프라이빗뱅크 시장전략 책임자는 “채권시장과 지정학, 유가 등에서 여러 요인이 서로 밀고 당기고 있다”며 “향후 12~18개월 미국 경제 전망은 상당히 긍정적으로 보고 있다”고 평가했다.。

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Sel?uk ünal, Ambassador of Türkiye to China Photo: Courtesy of the Embassy of the Republic of Türkiye in China
    Selçuk Ünal, Ambassador of Türkiye to China Photo: Courtesy of the Embassy of the Republic of Türkiye in ChinaThis year marks the 55th anniversary of the establishment of diplomatic relations between Türkiye and China. The two countries share a long history of friendly exchanges. The ancient Silk Road linked the millennia-long history of mutual learning and people-to-people exchanges of the two sides, forging a profound foundation for the friendship between Türkiye and China.
Since modern times, both countries have undergone profound changes and social transformations. Their similar historical experiences have fostered mutual understanding. Upholding their longstanding tradition of friendship, bilateral relations between Türkiye and China have steadily advanced. The two countries formally established diplomatic relations in 1971, opening a new chapter in the development of bilateral ties.
High-level strategic guidance is the fundamental guarantee for the steady and long-term development of Türkiye-China relations. The two heads of state attach great importance to bilateral relations and are committed to continuously enhancing the quality and level of friendly cooperation between Türkiye and China, having built consensus through multiple meetings.
The meeting between the two leaders in Tianjin during the Shanghai Cooperation Organization Summit on August 31, 2025, which charted the course for the development of bilateral relations, serves as powerful proof of their sustained high-level dialogue. Türkiye consistently and firmly adheres to the one-China principle and supports China in safeguarding its national sovereignty and territorial integrity.
Under the joint guidance of the two heads of state, practical economic and trade cooperation between Türkiye and China has continued to develop. Cooperation on connectivity has deepened and yielded tangible results, with active efforts to align Türkiye's Middle Corridor Initiative with the Belt and Road Initiative. 
A Türkiye Tourism booth at the ITB China 2026, one of the most influential tourism trade platforms in the Asia-Pacific region, in Shanghai on May 26, 2026 Photo: VCG
    A Türkiye Tourism booth at the ITB China 2026, one of the most influential tourism trade platforms in the Asia-Pacific region, in Shanghai on May 26, 2026 Photo: VCGThe scope of cooperation has steadily expanded - extending from traditional trade to areas such as trade security, the stability of industrial and supply chains, energy corridor construction, and digital connectivity - thereby creating a comprehensive, multi-tiered cooperation framework that injects momentum into shared regional development. 
Over the past two decades, the volume of bilateral trade has grown approximately 40-fold, cross-border transport projects have increased, two-way investment has steadily expanded, and the areas of cooperation have broadened, all demonstrating the enduring resilience and vitality of this economic and trade partnership.
At present, there is still significant untapped potential for cooperation between Türkiye and China. By expanding two-way investment, optimizing trade structures, and broadening areas of collaboration, the two nations can foster a more balanced, diversified, and mutually beneficial economic and trade landscape, thereby fully unlocking this potential. In this vein, high-quality direct investments from China into our country will create a true win-win foundation for the sustainability of our economic relations, while offering Chinese companies significant advantages in terms of access to markets adjacent to Türkiye, achieving shared success.
People-to-people exchanges form a vital foundation of public support for the development of relations between Türkiye and China, with tourism being the strongest point of convergence in people-to-people ties. 
In 2026, frequency of direct flights has increased to 56 times per week, strengthen direct connections for tourism, trade and business. Our decision, on the occasion of the 55th anniversary, to grant visa exemptions to Chinese citizens for touristic travel and transit - effective January 2, 2026 - fully demonstrates our strong commitment to increasing people-to-people contacts.
Today, our world is undergoing profound changes, with instabilities and uncertainties on a rise. Türkiye and China stand as two ancient civilizations that are influential in the region. Türkiye is committed to multilateralism and keeps strengthening its relations with China. Against the backdrop of complex and profound shifts in the international landscape, enhancing bilateral dialogue and cooperation is more important than ever, and the Türkiye-China relations rest on a solid foundation for continued development.
At the new starting point marked by the 55th anniversary of Türkiye-China ties, what needs to be done today is to translate political will into more concrete projects, efficient mechanisms and active private sector participation, thereby deepening and solidifying cooperation across different fields. We look forward to taking this occasion as an opportunity to join hands with China to forge a brighter future for bilateral relations. 
The author is Turkish Ambassador to China

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